Could Booking Holdings' (BKNG) Leadership Transition Influence Its Long-Term Growth and Asian Market Ambitions?

• On September 17, 2025, Booking Holdings announced that Susana D’Emic, its Chief Accounting Officer and Controller, will retire at the end of March 2027, with an internal transition planned as her successor is expected in 2026.
• This leadership transition is unfolding as the company’s digital travel platform, Agoda, actively promotes travel across Asia during a peak tourism season, including innovative campaigns tied to cultural events and travel demand spikes.
• We'll explore how Booking Holdings' planned CFO succession and Agoda's amplified campaign activity factor into its long-term growth narrative.

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Booking Holdings Investment Narrative Recap

To own Booking Holdings shares, an investor must believe in the long-term resilience of global travel demand, the value of data-driven digital platforms, and the company’s ability to outpace industry changes through technology and diversified offerings. The recent announcement of Susana D’Emic’s planned retirement and succession process is unlikely to materially impact Booking Holdings’ most important short-term catalyst, customer engagement and spend in peak travel periods, nor does it exacerbate the largest risk, which remains unpredictable shifts in traveler demand due to economic or geopolitical pressures.

Among recent company developments, the anticipated Q3 2025 earnings announcement stands out for short-term relevance. Financial results and management commentary could offer fresh insight into revenue momentum, especially as peak travel season initiatives and leadership transitions play out, setting the context for near-term performance drivers.

Yet, investors should also be mindful of...

Read the full narrative on Booking Holdings (it's free!)

Booking Holdings' outlook anticipates $32.4 billion in revenue and $9.5 billion in earnings by 2028. This is based on analysts' expectations of 9.0% annual revenue growth and an increase in earnings of $4.7 billion from the current $4.8 billion.

Uncover how Booking Holdings' forecasts yield a $6100 fair value, a 12% upside to its current price.

Exploring Other Perspectives

Fifteen members of the Simply Wall St Community estimate Booking Holdings' fair value between US$3,869 and US$6,881 per share. While optimism about AI-driven revenue growth is common, opinions differ on how macro uncertainties might affect results, explore these viewpoints for a broader understanding.

Explore 15 other fair value estimates on Booking Holdings - why the stock might be worth 29% less than the current price!

Build Your Own Booking Holdings Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Booking Holdings research is our analysis highlighting 2 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Booking Holdings research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Booking Holdings' overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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